Bob Keebler’s Suite of Four Customizable PowerPoint Decks
Now Includes Instructional - How To Present - 50 min. Webinar Recording
The SECURE Act drastically changes the RMD rules with respect to inherited IRAs and defined contribution plans. If you want to stay on the cutting edge with clients and other advisors regarding the seismic changes made by SECURE Act, then consider using Bob Keebler’s suite of four customizable PowerPoint decks that are available only from LISI!
Bob’s suite of client facing PowerPoint decks review all of the important changes made by the SECURE Act, and best of all, you can custom brand them with your firm’s logo!
Bob’s suite of PPT decks provides answers to all the questions your best clients are sure to ask. Here's a quick overview of what's covered in each of the four PPT decks:
Deck #1: SECURE Act Basics
· The 10- year rule
· Managing the Income Tax Consequences of the Ten-Year Rule
· The Conduit Trust Disaster
· Planning techniques
o Multi-generational Spray Trusts
o Roth Conversions
o Spousal Rollovers and the New Spousal Rollover Trap
o IRAs Payable to CRTs
o IRA Trusts for State Income Tax Savings
o Life Insurance Solutions
Deck #2: Planning with Roth Conversions after the SECURE Act
· General concepts
· Taxation of Roth IRA conversions
· Taxation of Roth IRA distributions
· Mathematics of Roth IRA conversions
· Estate tax considerations
Deck #3: Life Insurance Planning Techniques after the SECURE Act
· Two Strategies:
o IRA Roth Conversion Insurance Hedge
o IRA Relocation: Replacing an IRA with insurance
· Policy Structure
· Terminal Tax Deferral
· Tax-free Compounding of Yield
· No Roth RMDs During Life
· Post-mortem Roth Earnings
Deck #4: Using IRAs Payable to Charitable Remainder Trusts after the SECURE Act
· Inherited IRAs
o Pre-2020 law
· Review of SECRUE Act 10-year rule
· Types of CRTs
o Charitable Remainder Annuity Trust (CRAT)
o The beneficiaries receive a fixed percentage of the initial trust value or a stated amount annually or more frequently.
o The amount paid doesn’t change from year to year.
o The annual payment must be 5-50% of the fair market value of the assets at the time of contribution.
o The term of the annuity can be:
o For a term up to 20 years,
o Over the life of the annuitant(s),
o Over the shorter of the two, or
o Over the longer of the two.
· Charitable Remainder Unitrust (CRUT)
o Income beneficiaries receive a stated percentage of the trust’s assets revalued each year.
o The distribution will vary from year to year depending on the investment performance of the trust assets and the amount withdrawn.
· Taxation of Distributions
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